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Clearview Wealth Advisors’s NewMarket NEU Stock Holding History

Clearview Wealth Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$1.82K – 718
2023
Q1 		$1.82K Buy
+5
New +$1.73K ﹤0.01% 529

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clearview Wealth Advisors's NEU Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of NewMarket (NEU) in Q2 2023, closing a stake of 5 shares — an estimated $1.82K sold.

Clearview Wealth Advisors first reported a position in NEU in Q1 2023 and held it in 1 quarter. The position peaked at $1.82K in Q1 2023. 270 funds tracked by Wall St. Rank hold NEU as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining NewMarket position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 5 NewMarket shares in Q2 2023, an estimated $1.82K.
  • Clearview Wealth Advisors first reported a position in NewMarket in Q1 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's NewMarket position peaked at $1.82K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held NewMarket as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.